Customer Route Management
This module allows to set the delivery route locations, view customers in that route and get route based reports.
Key Highlights
Configure route.
Set location for the customer.
Generate reports based on Amount due with due date and invoice number and Total amount due.
Go to Settings --> Users & Companies to enable the Delivery Route Creation group
Enable the boolean field and select the group accordingly to give access to the application for corresponding groups. Enable Multi Companies if required.
Go to Delivery Routes --> Routes to create new route
You can give a name for the route and set locations in that route under route lines
Delivery Routes created under the route can be seen under route lines.
Go to Contacts and select a customer. Select the Sales & purchases tab and select the location for this customer.
Under the Route lines in Delivery Routes,see the customers who have selected the route lines
Go to Delivery Routes --> Report and a wizard will open.Select the Routes and you will get report with locations in the route and customer details. You can get both pdf and excel report.
Select the Show Due Amount option to see due amounts for each customer with invoice number and due date.You can get both pdf and excel report.
Select the Total Due only option to see the total due amounts. You can get both pdf and excel report.
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Available in
Odoo 17.0 Community and Enterprise.
-
Set the delivery
route locations, view
customers in that route and get route based
reports.
-
Customer Route
Management
- This module allows to set the delivery route locations. Hence, the customers in the specific route can be viewed for each location. The module also generate pdf or excel reports for the selected routes. It will display the locations in that route along with customer details. One can view the due amounts for each customer along with invoice number and due dates or get the total amount that is due.
Initial Commit for Customer Route Management
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